2.1.1 Status of Sales Order

When an order was first entered into EMAS.net, there were 4 options for its status.

· Sales Order (SO) – This option designates that this is a Sales Order that does not require confirmation by the customer. This should apply to a customer placing a Sales Order online or when a sales person enters a confirmed Sales Order into the system.

· Sales Quote – This option designates that this is a Sales Quote that does not require confirmation by the customer. This should apply to a customer placing a Sales Quote online or when a sales person enters a confirmed Sales Quote into the system.

· SO Confirm? – This option designates that this order requires confirmation by the customer. The customer will have to login and confirm this order. After confirmation, its status will be changed to ‘Customer Approved’. This should apply to a sales person placing orders on behalf of a customer.

· Quote Confirm? – This option designates that this quote requires confirmation by the customer. The customer will have to login and confirm this quote. After doing so, its status will be changed to ‘Customer Approved’. This should apply to a sales person placing quotes on behalf of a customer.

After it was saved, 2 additional options will appear for users to confirm its status. It can be seen on the Online Sales Order page.

The 2 additional options are:

· Customer Approved – If a Sales Order was previously placed by a sales person with status ‘SO Confirm?’ or ‘Quote Confirm?’, and a customer logs in to see the Sales Order, the customer will be asked to confirm the order. If the customer confirms it, the order status will change to ‘Customer Approved’.

· Approved – This option is for a sales person to give approval to any order that was entered into the system by the customer. This serves as a marker to alert users that the order has been approved internally.

* These statuses do not impose any restrictions on downloading them to EMAS Inventory. It merely is used as a marker to let users know of its current status.